Thursday, 29 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Dynamic Cables Earnings Call Transcript: Key Takeaways

Revenue grew 31% YoY, but margins faced pressure from product mix and raw material volatility. Management remains focused on a long-term 20% CAGR despite near-term export headwinds.

Guidance and delivery
Management target Revenue 20.0% Long-term
Highlights
Revenue growthH1 revenue up 31% YoY to ₹712 Cr.
MarginsEBITDA margin at 10.44%; guiding to maintain 10-11% range.
Order bookStood at ₹829 Cr as of call date.
Demand visibilityStrong domestic power infra demand; exports recovering post-geopolitical stabilization.
Management confidenceConfident in long-term growth despite near-term export and margin fluctuations.

Growth

H1 revenue grew 31% to ₹712 Cr; PAT rose 24% to ₹47.1 Cr. Revenue growth is primarily price-led over volume.

Outlook

Targets 20% long-term Revenue CAGR; new plant adds ₹250 Cr annual revenue potential from H2 FY27.

Risks

Export volatility due to sea freights and geopolitical issues; margin compression from lower-margin product execution.

Last quarter's promises, checked

Delivered

  • Guided 18-20% long-term growth → H1 revenue +31% (= BEAT, price-led)

Partly delivered

  • Guided order book pickup as prices stabilise → ₹811 Cr to ₹829 Cr, +2% (= PARTIAL)
  • Guided ~₹45 Cr capex → ₹40-45 Cr (= PARTIAL)

Missed

  • Guided Sep 2026 plant commissioning → operational Oct 2026 (= MISS)
  • Guided volume growth to improve from 5-6% → Q2 volume +6% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: DYCL. Summary written with AI assistance from the document.

Read the document ↗

Dynamic Cables Ltd: key numbers

Share price
₹338.30
Market cap
₹1,639 Cr
Revenue (annual)
₹1,198 Cr
Net profit (annual)
₹84.44 Cr
P/E (TTM)
17.5×Sector 42.1×
Promoter holding
68.18%+0.00% QoQ
FII holding
0.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Dynamic Cables Ltd

All →